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Simplify MBS ETF

157 hedge funds and large institutions have $1.09B invested in Simplify MBS ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M
151
MOTCO
Texas
$6.38K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$5.64K
MIM
153
Marshall Investment Management
Colorado
$4.67K
AF
154
Allworth Financial
California
$3.21K
TSMHT
155
Thurston Springer Miller Herd & Titak
Indiana
$1.04K
SAM
156
Smartleaf Asset Management
Massachusetts
$592
S
157
SignatureFD
Georgia
$37
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
MFA
159
Morling Financial Advisors
California
FM
160
Family Management
New York
SFA
161
Sequoia Financial Advisors
Ohio
GWM
162
GK Wealth Management
Nevada
Schroder Investment Management Group
163
Schroder Investment Management Group
United Kingdom
Jane Street
164
Jane Street
New York
SA
165
SFI Advisors
New Jersey
WPC
166
Wedmont Private Capital
Pennsylvania
VWM
167
Vigilare Wealth Management
Arizona
MWM
168
Meridian Wealth Management
Kentucky
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
EPW
170
Evolve Private Wealth
California
KAS
171
Kestra Advisory Services
Texas
TCM
172
Tradewinds Capital Management
Washington
IRC
173
Investors Research Corp
Georgia
OWP
174
ORG Wealth Partners
Texas
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania